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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,073 | $124,175-87.9% | $108,405-86.1% | $167,536-91.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.08% | 1380.13%-1380.2pp | 905.55%-905.6pp | 478.82%-478.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,900 | $6,908-58.0% | $6,563-55.8% | $6,342-54.3% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |